You Searched For "Gerard Minack" and got 20 results
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1 min read
GERARD MINACK: The American Manufacturing Renaissance Is Bad News For Stocks
"The reindustrialisation of America, if it occurs, will likely be bearish for US equities," writes …
Sam Ro
1 min read
Controversial Wall Street Strategist Gerard Minack Resurfaces With His Most Important Chart In The World
His final note, which was published on May 17, caused quite a stir at the time as he perfectly arti…
Sam Ro
1 min read
GERARD MINACK: 3 Words Explain Why Stocks Are No Longer Sensitive To Economic Surprises
He sent us this chart overlaying the forward price-earnings ratio of developed markets with the eco…
Sam Ro
1 min read
Why The Stock Market Has Been Bulletproof To The Bad Economic News
But the more important factor seems to be the strong consensus that any weakness will be temporary,…
Sam Ro
1 min read
The Most Peculiar Chart In America
"What has been peculiar to the US is that consumer spending remained strong in the face of declinin…
Sam Ro
1 min read
The Two Ugliest Charts In The World
"The 25% rally in global equities from last June seems to be driven by a growing conviction that th…
Sam Ro
1 min read
This Chart Makes It Crystal Clear Why US Corporations Are The Envy Of The World Right Now
"My colleague, Adam Parker, doubts that margins will improve this year to the extent implied by con…
Matthew Boesler
1 min read
Here's Where The Ugly Consequences Of Easy Monetary Policy Will First Appear
"The point, however, is not that these are sectors of imminent stress," he writes. "The point is …
Sam Ro
2 mins read
The Defining Debate Of The Bull Market In 2 Charts
Because the Fed is not driving the stock market - it is driving the fundamentals that are driving t…
Sam Ro
3 mins read
Anyone Hoping For A 'Great Rotation' Into Stocks Must See These Three Charts
This illustrates that the size of the outflow from equities in the past five years doesn't explain …
Matthew Boesler
3 mins read
2 massive opposing forces are offsetting each other to keep profit margins high ... for now
Wage inflation - not if, but when. SG&A as % of revenue is expected to increase with the expand…
Sam Ro
2 mins read
ROSENBERG: Something changed in the market and it's significant
There is also a risk that we continue to see investors lose faith in the ability of policy makers t…
Sam Ro
2 mins read
EL-ERIAN: Here's why Tuesday's stock market action was 'particularly worrisome'
"Today's reversal in US stocks was particularly worrisome because it came after a seemingly perfect…
Sam Ro
2 mins read
GUNDLACH: 'For the Fed to raise rates, this blue line has to move up'
"The Fed has a form starting a tightening cycle when wage growth picks up," Minack told Business In…
Sam Ro
6 mins read
If you missed the rally, you're just another one of the markets many terrible investors
"As more money went in at high price levels, and money was withdrawn at low price levels, the dolla…
Sam Ro
4 mins read
If You Missed The Rally, Then You Just Made The Most Classic Mistake In Investing
"As more money went in at high price levels, and money was withdrawn at low price levels, the dolla…
Sam Ro
2 mins read
Ray Dalio Is Bullish ... For Now
"Now, I think it's a good environment," Dalio said. "We're long equities and we're holding tho…
Myles Udland
1 min read
The Fed Interest Rate Level That Cripples Economic Growth Is Getting Lower And Lower
During the market volatility seen during October, the market's expectations for the Fed's first int…
Myles Udland
4 mins read
If You Missed The Rally, Then You Just Made The Most Classic Mistake In Investing
"As more money went in at high price levels, and money was withdrawn at low price levels, the dolla…
Sam Ro
1 min read
Corporate America Is Borrowing Like Crazy
And in his latest weekly commentary, John Hussman of Hussman Funds cautioned on the quantity of thi…